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Veteran strategist and fund manager Bob Doll on investing in what he calls a “high risk, momentum-driven bull market.”
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BOB DOLL
- CEO, Chief Investment Officer & Portfolio Manager, Crossmark Global Investments
- Doll’s Deliberations, a weekly investment commentary
ACTION POINT
AVOID THE UNDERPERFORMANCE TRAP
- Studies show investors underperform funds they invest in, both active and passive
- For decade ended 12/23 investors earned 6.3% annually, 1.1% points less than mutual funds or ETFs they owned
ONE INVESTMENT
LARGE CAP EARNINGS FOCUS
Looking for earnings predictability, persistence and good cash flow
- The Cigna Group (CI) – Healthcare
- Lowe’s Companies Inc (LOW) – Consumer
- Qualcomm Inc (QCOM) – Technology
FROM THE WEALTHTRACK ARCHIVES
STOCK, BOND, FUND MENTIONS
Steward Large Cap Core Fund
Top holdings (6/30/2024)
- Microsoft Corp (MSFT)
- Apple Inc (AAPL)
- NVIDIA Corp (NVDA)
- Alphabet Inc Class A (GOOGL)
- Amazon.com Inc (AMZN)
- Visa Inc Class A (V)
- Mastercard Inc Class A (MA)
- The Home Depot Inc (HD)
- Salesforce Inc (CRM)
- Intuit Inc (INTU)
Steward Large Cap Value Fund
Top Holdings (6/30/2024)
- JPMorgan Chase & Co (JPM)
- Berkshire Hathaway Inc Class B (BRK.B)
- Bank of America Corp (BAC)
- Cisco Systems Inc (CSCO)
- Verizon Communications Inc (VZ)
- International Business Machines Corp (IBM)
- AT&T Inc (T)
- Citigroup Inc (C)
- Coca-Cola Co (KO)
- Elevance Health Inc (ELV)
WEB EXTRA
DOLL: RECHARGING STRATEGY
Bob Doll has figured out a routine to relax and recharge from the rigors of running a global investment firm and portfolios of stocks.
